BALDWIN WEALTH PARTNERS LLC/MA

CIK

1021258

Location

Marion, MA

Portfolio Value

Micro $25,328,245

Diversification

Diversified

Filing Date

Global Rank

#1,400 / 8,232 ▼ 8

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

-5.9%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.7%

SPY

+76.3%

Annualised alpha

-5.9%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

163 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.3 pts

Top 5

33.3%

−1.7 pts

Top 10

48.0%

−0.8 pts

HHI

332

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$364,651,244	26
Financial Services	13.7%	$153,476,382	29
Industrials	9.7%	$108,597,409	23
Consumer Cyclical	9.1%	$101,269,772	10
Communication Services	8.0%	$89,186,446	7
Healthcare	7.2%	$80,485,233	22
Unclassified	6.3%	$70,123,147	6
Energy	5.1%	$57,596,271	15
Consumer Defensive	4.7%	$52,583,879	9
Utilities	2.3%	$25,328,245	4
Real Estate	1.2%	$13,485,968	5
Basic Materials	0.2%	$2,078,201	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+5,821	85,975	$36,994,182
VEEV	Veeva Systems Inc	+3,688	28,501	$5,006,485
PTC	Ptc Inc.	+2,112	52,841	$7,529,313
LYG	Lloyds Banking Group plc	+1,883	24,074	$121,091
IAU	Ishares Gold Trust	+1,011	294,813	$25,990,714
PWR	Quanta Services, Inc.	+672	24,298	$13,340,087
SBCF	Seacoast Banking Corp Of Florida	+325	16,005	$484,791
FDX	Fedex Corp	+130	1,130	$402,483
AMD	Advanced Micro Devices Inc	+100	6,079	$1,236,650
MA	Mastercard Inc	+90	831	$415,217
NFLX	Netflix Inc	+23	2,833	$272,392
GE	General Electric Co	+1	1,214	$344,496
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	−60,809	181,726	$6,876,511
ACN	Accenture plc	−58,426	1,442	$285,934
GOOGL	Alphabet Inc.	−52,408	293,650	$84,441,993
NEE	Nextera Energy Inc	−31,076	254,634	$23,650,405
NVDA	Nvidia Corp	−26,615	450,267	$78,526,564
AAPL	Apple Inc.	−25,836	352,224	$89,390,928
MRK	Merck & Co., Inc.	−25,395	17,154	$2,063,453
AMZN	Amazon Com Inc	−24,650	312,577	$65,100,411
GRMN	Garmin Ltd	−23,921	54,867	$12,729,692
BX	Blackstone Inc.	−18,441	214,889	$24,710,086
MSFT	Microsoft Corp	−17,913	149,528	$55,350,778
REG	Regency Centers Corp	−14,806	144,066	$10,900,033
COST	Costco Wholesale Corp /New	−12,860	24,384	$24,296,948
WM	Waste Management Inc	−11,184	120,989	$27,802,062
JPM	Jpmorgan Chase & Co	−11,094	84,727	$24,923,294
NVCT	Nuvectis Pharma, Inc.	−11,000	378,625	$2,926,771
UNP	Union Pacific Corp	−9,710	55,086	$13,364,965
BAC	Bank Of America Corp /De/	−8,703	137,076	$6,682,455
DHR	Danaher Corp /De/	−8,302	69,507	$13,178,527
OTIS	Otis Worldwide Corp	−8,238	100,162	$7,720,486
PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	−8,127	160,817	$3,118,241
XOM	Exxon Mobil Corp	−8,059	119,331	$20,245,697
V	Visa Inc.	−7,998	111,860	$33,808,566
PEP	Pepsico Inc	−7,436	18,692	$2,902,680
AJG	Arthur J. Gallagher & Co.	−7,031	68,934	$14,929,725
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	12,104	$10,474,317
ARCC	Ares Capital Corp	197,428	$3,557,652
AEP	American Electric Power Co Inc	4,305	$564,299
VSNT	Versant Media Group, Inc.	12,600	$466,452
AA	Alcoa Corp	4,750	$315,067
Q	Qnity Electronics, Inc.	1,977	$228,106
STRL	Sterling Infrastructure, Inc.	555	$226,034
HASI	HA Sustainable Infrastructure Capital, Inc.	5,950	$218,662
WES	Western Midstream Partners, LP	5,000	$205,850
AXP	American Express Co	672	$203,266
FCX	Freeport-Mcmoran Inc	3,420	$201,027
BHP	BHP Group Ltd	2,750	$200,035
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SHW	Sherwin Williams Co	38,192	$12,375,353
BIDU	Baidu, Inc.	17,397	$2,273,092
GXO	GXO Logistics, Inc.	31,857	$1,676,952
LINE	Lineage, Inc.	41,193	$1,441,755
NVO	Novo Nordisk A S	23,036	$1,172,071
NU	Nu Holdings Ltd.	66,383	$1,111,250
TTAN	ServiceTitan, Inc.	10,165	$1,082,572
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	50,393	$1,066,819
HIMS	Hims & Hers Health, Inc.	26,217	$851,265
PGR	Progressive Corp/Oh/	2,770	$630,784
AHR	American Healthcare REIT, Inc.	12,108	$569,802
KMB	Kimberly Clark Corp	5,282	$532,900
APD	Air Products & Chemicals, Inc.	1,714	$423,392
PYPL	PayPal Holdings, Inc.	6,859	$400,428
GSBD	Goldman Sachs BDC, Inc.	40,954	$380,053
TEL	TE Connectivity plc	1,620	$368,566
TT	Trane Technologies plc	866	$337,047
MCO	Moodys Corp /De/	657	$335,628
SPOT	Spotify Technology S.A.	570	$331,004
UNH	Unitedhealth Group Inc	998	$329,449
SAP	Sap SE	1,220	$296,350
CDNS	Cadence Design Systems Inc	916	$286,323
BFAM	Bright Horizons Family Solutions Inc.	2,785	$282,399
GD	General Dynamics Corp	818	$275,387
GS	Goldman Sachs Group Inc	294	$258,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $25,328,245 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Reduced	254,634	-31,076	$23,650,405	+3.1%	93.38%
SO	Southern Co Utilities	Held	7,166	0	$691,662	+10.7%	2.73%
AEP	American Electric Power Co Inc Utilities	NEW	4,305	NEW	$564,299	NEW	2.23%
AWK	American Water Works Company, Inc. Utilities	Reduced	3,100	-447	$421,879	−8.9%	1.67%